Audit documents sent on behalf of teammates
Get a clear view of delegated signature activity without checking each user's document list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Behalf Documents
List documents sent by you or on behalf of other users.
Why this helps
Documents sent on behalf of teammates can be hard to track when ownership and status are spread across an account.
- Review delegated sending activity in one place
- Spot statuses that may need a human follow-up
- Keep team activity visible on a predictable cadence
Setup
Build it in a few focused steps.
- 1Connect BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the delegated document audit.
- 3In one instruction, ask Notis to list documents sent on behalf of users and summarize status, owners, and exceptions from available results.
- 4Choose the Notis cron trigger and set the review schedule, then choose where run reports go.
- 5Test one real run and confirm the returned documents and summary.
Questions about this workflow
Can it compare this week with last week?
Only if you provide a prior-period baseline or the connected data exposes the history needed for that comparison.
Can it change the documents it finds?
This workflow lists and summarizes documents. It does not edit or send them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Boldsign. A trigger fires from one place; an action lands in another.
AnyDB triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Retrieve details for a brand by its identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
List all brands in the account.
Create Custom Field
Create a custom field for a specific brand.
Edit Custom Field
Edit an existing custom field.
List Behalf Documents
List documents sent by you or on behalf of other users.
Edit Document (Beta)
Edit a draft or sent document before it is finalized.
Extend Document Expiry
Extend a document’s expiry date before it is signed.
List Documents
List documents in My Documents.
Connect any two apps with Notis in the middle.
AnyDB and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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